East Daley Analytics – Dissecting the Energy Value Chain
Energy Path - From Wellhead to Demand

East Daley Analytics

13 Jun

Fire at Monaca Plant Makes Waves in Northeast Ethane

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Executive Summary: Infrastructure: A fire at the Monaca petrochemical complex could cause waves in the Northeast ethane market. Rigs: The US rig ...
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6 Jun

EPD Denied Export License for Three Ethane Cargoes

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Executive Summary: Infrastructure: The Trump administration has denied export licenses for three ethane cargoes to China. Rigs: The total US rig ...
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30 May

Industry Risks NGL Overbuild as Supply Growth Slows

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Executive Summary: Infrastructure: US NGL infrastructure has quietly transitioned from tight to overbuilt. Rigs: The total US rig count decreased by ...
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23 May

Mont Belvieu Propane Prices Jump on Tariff Volatility

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Executive Summary: Markets: Mont Belvieu and Conway propane prices diverged from late February to April on tariff-related volatility. Rigs: The total ...
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16 May

ET Readies Flexport Expansion in Noisy Export Market

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Executive Summary: Infrastructure: Energy Transfer’s (ET) 250 Mb/d Flexport expansion at its Nederland terminal is nearing startup. Rigs: The total ...
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2 May

Too Much Propane? How Canada’s Gas Windfall Is Headed South

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Executive Summary: Infrastructure: A massive reserve revision is shaping the Canadian propane narrative, and the effects are already crossing the ...
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25 Apr

Permian or Bust: Why the 2025 NGL Growth Story Just Got Narrower

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Executive Summary: Infrastructure: East Daley’s latest 2025 NGL Purity Product Forecast trims expected growth by 68 Mb/d compared to March. Rigs: The ...
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18 Apr

New Refining Rule to Lift Butane Production

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Executive Summary: Infrastructure: A change to gasoline refining standards is set to increase US butane production. Rigs: The US rig count increased ...
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11 Apr

Tariff Battle Poses Risk to ’25 Propane Outlook

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Executive Summary: Infrastructure: An escalating trade fight with China creates risk to a relatively strong outlook for propane in 2025 following a ...
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4 Apr

Negative Waha Prices Set to Lift Ethane Recovery

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Executive Summary: Infrastructure: Waha natural gas prices have turned negative, setting up the ethane market for increased supply this spring. Rigs: ...
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Recent Posts

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Fire at Monaca Plant Makes Waves in Northeast Ethane

June 13, 2025

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EPD Denied Export License for Three Ethane Cargoes

June 6, 2025

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Industry Risks NGL Overbuild as Supply Growth Slows

May 30, 2025

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Mont Belvieu Propane Prices Jump on Tariff Volatility

May 23, 2025

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